Supplier Cards- POS System

You need to load into invitbox a list of your Suppliers from your POS System. This is so that when invitbox processes a transaction from a Supplier, that you can tell invitbox what that Supplier is called in your POS System.

Adding them manually

You can do this manually, one at a time, by clicking

When entering information in the next screen, please ensure that the information matches your POS System exactly, and that it is case sensitive.

Please note: Card Id is optional, but Supplier Name is mandatory.

If you click OK and Remind, invitbox will add a reminder to your internal mail (Mailbox) that you have manually added a Supplier Card. This is useful if you are manually adding a Supplier Card in invitbox before creating the Supplier in your POS System.

Bulk Upload

Go to your POS System, and export a list of your Suppliers. You can export a 1-column list (Supplier Name) or a 2-column list (Supplier ID, Supplier Name). Save the file (with or without a header row) as a .txt or a .csv file.

In invitbox

Click set-up beside Supplier Cards on the Admin tab.

Under Company Supplier Cards, Choose File and attach the .txt or .csv file you previously saved. Click upload.